Unclaimed Profile

Reuben David Levinsohn

WASHINGTON AVENUE ADVISORS, LLC·LANSING, Michigan

WASHINGTON AVENUE ADVISORS, LLC

1146 SOUTH WASHINGTON AVENUE, LANSING, MI 48910CRD# 5025764Firm CRD# 307002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Reuben David Levinsohn · LANSING, MI

Registration

CRD #5025764 · WASHINGTON AVENUE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Reuben David Levinsohn is a registered financial advisor based in LANSING, Michigan, affiliated with WASHINGTON AVENUE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WASHINGTON AVENUE ADVISORS, LLC

WASHINGTON AVENUE ADVISORS

AUM

$224M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WASHINGTON AVENUE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5025764

Firm CRD# 307002

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Reuben David Levinsohn offer?

Reuben David Levinsohn specializes in Financial Planning, Investment Management. Contact their office in LANSING, Michigan for a consultation.

What are Reuben David Levinsohn's credentials?

Reuben David Levinsohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Reuben David Levinsohn located?

Reuben David Levinsohn is based in LANSING, Michigan, working with WASHINGTON AVENUE ADVISORS, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.

How does Reuben David Levinsohn charge for services?

Reuben David Levinsohn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASHINGTON AVENUE ADVISORS, LLC?

WASHINGTON AVENUE ADVISORS, LLC has approximately 9 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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